Technology

The Rollup

Where digital assets and finance converge. Live from the financial capital of the world.

Website: https://therollup.co/

Latest Episodes:

Jeff Park on Why the 60/40 Portfolio Is Already Over Mar 28, 2026

Show notes

Jeff Park, CIO of ProCap Financial, joins The Rollup live from DAS New York to break down his Radical Portfolio Theory, why US Treasuries should be called the "risk full rate," the truth about private credit, and why STRK is more interesting than most people think.

Jeff Park is the CIO of ProCap Financial and the creator of Radical Portfolio Theory, a framework for next-generation portfolio construction centered on Bitcoin and resistance assets. He is one of the most followed macro and Bitcoin voices in institutional finance.

The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world.

Timestamps:

00:00 Intro

01:03 Breaking Down STRK

03:53 Bitcoin vs. Gold in Uncertain Times

05:40 Seller Exhaustion and Bitcoin's Setup

06:16 The Radical Portfolio Theory Explained

09:16 What the Portfolio Actually Looks Like

12:35 Why Private Credit Is Left Out

15:37 The Thanksgiving Turkey Analogy

17:51 Is Jeff Bullish on BitTensor?

18:50 Why Jeff Is Bullish on Hyper Liquid

21:04 Jeff's Final Take

Website: https://therollup.co/

Spotify: https://open.spotify.com/show/1P6ZeYd...

Podcast: https://therollup.co/category/podcast

Follow Rob on X: https://www.x.com/robbiek__

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Join our TG group: https://t.me/+TsM1CRpWFgk1NGZh

The Rollup Disclosures: https://goodidea.ventures

𝗗𝗜𝗦𝗖𝗟𝗔𝗜𝗠𝗘𝗥: 𝘐𝘯𝘷𝘦𝘴𝘵𝘪𝘯𝘨 𝘪𝘯 𝘤𝘳𝘺𝘱𝘵𝘰𝘤𝘶𝘳𝘳𝘦𝘯𝘤𝘺 𝘢𝘯𝘥 𝘋𝘦𝘍𝘪 𝘱𝘭𝘢𝘵𝘧𝘰𝘳𝘮𝘴 𝘤𝘰𝘮𝘦𝘴 𝘸𝘪𝘵𝘩 𝘪𝘯𝘩𝘦𝘳𝘦𝘯𝘵 𝘳𝘪𝘴𝘬𝘴 𝘪𝘯𝘤𝘭𝘶𝘥𝘪𝘯𝘨 𝘵𝘦𝘤𝘩𝘯𝘪𝘤𝘢𝘭 𝘳𝘪𝘴𝘬, 𝘩𝘶𝘮𝘢𝘯 𝘦𝘳𝘳𝘰𝘳, 𝘱𝘭𝘢𝘵𝘧𝘰𝘳𝘮 𝘧𝘢𝘪𝘭𝘶𝘳𝘦 𝘢𝘯𝘥 𝘮𝘰𝘳𝘦. 𝘈𝘵 𝘤𝘦𝘳𝘵𝘢𝘪𝘯 𝘱𝘰𝘪𝘯𝘵𝘴 𝘵𝘩𝘳𝘰𝘶𝘨𝘩𝘰𝘶𝘵 𝘵𝘩𝘪𝘴 𝘤𝘩𝘢𝘯𝘯𝘦𝘭, 𝘸𝘦 𝘮𝘢𝘺 𝘦𝘢𝘳𝘯 𝘢 𝘤𝘰𝘮𝘮𝘪𝘴𝘴𝘪𝘰𝘯 𝘰𝘳 𝘧𝘦𝘦 𝘢𝘴 𝘢 𝘴𝘱𝘰𝘯𝘴𝘰𝘳𝘴𝘩𝘪𝘱, 𝘪𝘧 𝘵𝘩𝘪𝘴 𝘪𝘴 𝘵𝘩𝘦 𝘤𝘢𝘴𝘦 𝘸𝘦 𝘸𝘪𝘭𝘭 𝘢𝘭𝘸𝘢𝘺𝘴 𝘮𝘢𝘬𝘦 𝘴𝘶𝘳𝘦 𝘪𝘵 𝘪𝘴 𝘤𝘭𝘦𝘢𝘳. 𝘞𝘦 𝘢𝘳𝘦 𝘴𝘵𝘳𝘪𝘤𝘵𝘭𝘺 𝘢𝘯 𝘦𝘥𝘶𝘤𝘢𝘵𝘪𝘰𝘯𝘢𝘭 𝘤𝘰𝘯𝘵𝘦𝘯𝘵 𝘱𝘭𝘢𝘵𝘧𝘰𝘳𝘮, 𝘯𝘰𝘵𝘩𝘪𝘯𝘨 𝘸𝘦 𝘰𝘧𝘧𝘦𝘳 𝘪𝘴 𝘧𝘪𝘯𝘢𝘯𝘤𝘪𝘢𝘭 𝘢𝘥𝘷𝘪𝘤𝘦. 𝘞𝘦 𝘢𝘳𝘦 𝘯𝘰𝘵 𝘱𝘳𝘰𝘧𝘦𝘴𝘴𝘪𝘰𝘯𝘢𝘭𝘴 𝘰𝘳 𝘭𝘪𝘤𝘦𝘯𝘴𝘦𝘥 𝘢𝘥𝘷𝘪𝘴𝘰𝘳𝘴.

Is the Stablecoin Yield Ban Good? with Frax founder Sam Kazemian Mar 27, 2026

Show notes

Frax founder Sam Kazemian joins Stabled Up to break down why the Clarity Act's yield restrictions actually benefit DeFi-native stablecoins, how Frax and Tether come out on top, and much more.

Sam Kazemian is the founder of Frax Finance, the creator of the world's first fractional-algorithmic stablecoin and the Genius-compatible frxUSD.

The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world.

Timestamps:

00:00 Intro

01:04 Sam on DC

01:49 Yield Compromise Reaction

06:30 Will Armstrong Block This?

08:07 Pork & Omnibus Bills

11:53 Tax-Free Yield Cards

12:36 Banks Missed Genius Act

14:03 Legislation vs. Guidance

18:05 Tether & Frax Win

21:44 Banks Holding Stablecoins

24:01 Race to Distribution

26:08 Investing the Stablecoin Wave

27:47 Market Right on Circle?

Website: https://therollup.co/

Spotify: https://open.spotify.com/show/1P6ZeYd...

Podcast: https://therollup.co/category/podcast

Follow Rob on X: https://www.x.com/robbiek__

Follow Andy on X: https://www.x.com/ayyyeandy

Join our TG group: https://t.me/+TsM1CRpWFgk1NGZh

The Rollup Disclosures: https://goodidea.ventures

The Biggest Digital Assets Opportunity Nobody Is Talking About Mar 26, 2026

Show notes

Santiago Santos, founder of Inversion, joins The Rollup live from DC Blockchain Summit to break down why most tokens aren't investable, the Hyper Liquid commodities thesis, and more.

Santiago Santos is a prolific angel investor and founder of Inversion. He was also an early backer of Polymarket.

The Rollup is the convergence of legacy finance and DeFi, bringing you face-to-face with the leaders of neo finance. Live from the Empire State Building every week.

Timestamps:

00:00 Intro

01:03 Capitol Hill to Chainlink

02:09 DC Summit & Convergence

03:36 Clarity Act Update

05:15 SEC Filing Change Explained

07:02 Innovation Exemption Preview

09:06 Will TradFi Litigate?

11:36 Who Benefits Most?

13:09 Tokenization & Energy Use

14:31 SEC & CFTC MOU

16:39 Regulatory Alignment Lowers Costs

18:06 Consumer Protection Balance

20:34 Chainlink's Role in DC

22:10 Tokenization's Biggest Winners

24:13 Institutions vs. Retail Trading

Website: https://therollup.co/

Spotify: https://open.spotify.com/show/1P6ZeYd...

Podcast: https://therollup.co/category/podcast

Follow Rob on X: https://www.x.com/robbiek__

Follow Andy on X: https://www.x.com/ayyyeandy

Join our TG group: https://t.me/+TsM1CRpWFgk1NGZh

The Rollup Disclosures: https://goodidea.ventures

How the Oil Shock Is Flipping the Macro Playbook | Felix Jauvin Mar 25, 2026

Show notes

Felix Jauvin, Head of Content at Blockworks and macro trader, joins The Rollup live from the conference floor to break down why he's bullish on the dollar, bearish on gold, and more.

Felix Jauvin is the Head of Content at Blockworks and host of Forward Guidance. Felix covers everything from Fed policy and FX to commodities and crypto market structure.

The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world.

Timestamps:

00:00 Intro

01:30 Iran and the Oil Shock

03:07 Dollar Strength vs. Debasement Trade

05:39 Gold's 30% Retrace Explained

06:48 Is Dollar Strength Just War-Driven?

08:17 Bitcoin's Narrative Problem

11:37 Crypto in Low Volatility Markets

13:03 Kevin Warsh and the New Fed Chair

16:34 Felix's Current Portfolio

17:44 The Euro Short Trade

18:10 Does He Own Hyper Liquid?

19:39 Why He Loves Perps for FX Trading

Website: https://therollup.co/

Spotify: https://open.spotify.com/show/1P6ZeYd...

Podcast: https://therollup.co/category/podcast

Follow Rob on X: https://www.x.com/robbiek__

Follow Andy on X: https://www.x.com/ayyyeandy

Join our TG group: https://t.me/+TsM1CRpWFgk1NGZh

The Rollup Disclosures: https://goodidea.ventures

Is TAO the Best AI Trade in the World Right Now? | Rob Greer Mar 23, 2026

Show notes

Rob Greer, Partner at Stillcore Capital, joins AI Supercycle to make the bull case for TAO, break down the best subnets to watch, and more

Rob Greer is a Partner at Stillcore Capital, one of the only funds in the world exclusively focused on decentralized AI with a primary focus on the BitTensor ecosystem. Stillcore's GP roster includes Rob, Mark, and All In podcast member Jason Calacanis.

The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world.

Timestamps:

00:00 Intro

00:54 Rob's Background and Stillcore

02:18 Are Subnets Just Yield Farming?

04:47 TAO Is Crypto's iPhone Moment

05:34 TAO in 2026 = ETH in 2016

08:47 Top Subnets to Watch Now

13:06 Addressing the Inflation Concern

16:30 Biggest Misconceptions About TAO

18:48 TAO as Liquid Venture

20:01 How Stillcore Positions the Fund

22:33 TAO Is the Best Value in AI

25:26 The $1T Ecosystem Thesis

27:49 BitTensor Core Team and Roadmap

28:22 New Subnets and Price Discovery

31:27 The Ethos of Decentralized AI

Website: https://therollup.co/

Spotify: https://open.spotify.com/show/1P6ZeYd...

Podcast: https://therollup.co/category/podcast

Follow Rob on X: https://www.x.com/robbiek__

Follow Andy on X: https://www.x.com/ayyyeandy

Join our TG group: https://t.me/+TsM1CRpWFgk1NGZh

The Rollup Disclosures: https://goodidea.ventures

How Sui Plans to Beat Hyperliquid with Evan Cheng Mar 22, 2026

Show notes

Evan Cheng, CEO and Co-Founder of Sui, joins The Rollup to discuss tokenization, AI agent infrastructure, Sui's business model evolution, and more.

Evan Cheng is the CEO and Co-Founder of Mysten Labs, the team behind Sui, one of the fastest-growing Layer 1 blockchains.

The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world.

Timestamps:

00:00 Intro

01:32 Is Blockchain Just Finance?

02:40 Sui's Vertical Build Strategy

05:00 Who Benefits from Tokenization?

07:21 The Verticalization Shift

09:32 AI Meets Blockchain

11:10 Do We Need Billion TPS?

13:10 Regulatory Clarity Incoming

15:05 Competing with Hyper Liquid

20:02 L1 Fee Models Are Dead

21:32 Leaving Facebook's Libra

24:18 Institutional Appetite for Sui

Website: https://therollup.co/

Spotify: https://open.spotify.com/show/1P6ZeYd...

Podcast: https://therollup.co/category/podcast

Follow Rob on X: https://www.x.com/robbiek__

Follow Andy on X: https://www.x.com/ayyyeandy

Join our TG group: https://t.me/+TsM1CRpWFgk1NGZh

The Rollup Disclosures: https://goodidea.ventures

Is a Gold-Backed Yield Coin the Future of Stablecoins? with Iggy Ioppe Mar 21, 2026

Show notes

Iggy Ioppe, CIO of Theo Network, joins Stable Up to break down how Theo is generating native yield on tokenized gold, why they built on Hyper Liquid, and more.

Iggy Ioppe is the Chief Investment Officer of Theo Network, a gold-backed yield stablecoin protocol built on Hyper Liquid. Iggy brings 15+ years of traditional finance experience spanning private equity at Bain Capital, prop trading at Credit Suisse, and crypto investing at Polygon Ventures.

The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world.

Timestamps:

00:00 Intro

00:47 Iggy's TradFi Background

02:45 The RWA Tokenization Vision

04:34 Why They Built on Hyper Liquid

05:47 Iggy's Hyper Liquid Bull Case

07:05 How Big Can Hyper Liquid Get?

09:15 Why Tokenize Gold?

13:10 The Gold Basis Trade Explained

16:54 How the Yield Gets to Holders

18:06 Deploying the $100M Pre-Deposit

22:07 Multi-Venue Yield Strategy

22:43 Do They Need a Token?

24:21 How Big Can TH-USD Get?

Website: https://therollup.co/

Spotify: https://open.spotify.com/show/1P6ZeYd...

Podcast: https://therollup.co/category/podcast

Follow Rob on X: https://www.x.com/robbiek__

Follow Andy on X: https://www.x.com/ayyyeandy

Join our TG group: https://t.me/+TsM1CRpWFgk1NGZh

The Rollup Disclosures: https://goodidea.ventures

Why BitTensor Is the Bitcoin of AI Mar 20, 2026

Show notes

James Ross, Founder of Synth, joins AI Supercycle to break down the BitTensor bull thesis, how subnets are generating real revenue, and more.

James Ross is the Founder of Synth, a BitTensor subnet running decentralized data science competitions to model volatility.

The Rollup is where the leaders of digital assets and finance converge. Live from the financial capital of the world.

Timestamps:

00:00 Intro

00:54 What Is BitTensor?

02:10 The Bitcoin of AI Comparison

04:27 Why Decentralized AI Now?

07:18 How Staking Subnets Works

08:58 Subnets as a Venture Portfolio

11:03 Are Subnets Generating Real Value?

13:31 TAO Bull Thesis and TAM

15:38 Best Way to Play the AI Trade

16:20 Privacy and Confidential Compute

17:13 Institutional Capital Coming In

18:17 How to Get Started with TAO

20:03 Trading Subnets Like DeFi Tokens

Website: https://therollup.co/

Spotify: https://open.spotify.com/show/1P6ZeYd...

Podcast: https://therollup.co/category/podcast

Follow Rob on X: https://www.x.com/robbiek__

Follow Andy on X: https://www.x.com/ayyyeandy

Join our TG group: https://t.me/+TsM1CRpWFgk1NGZh

The Rollup Disclosures: https://goodidea.ventures

Is Tokenization Ready for Wall Street? with Adam Minehardt Mar 19, 2026

Show notes

Adam Minehardt, Head of Policy at Chainlink, joins The Rollup live from DC Blockchain Summit to break down the Clarity Act, stablecoin yield negotiations, and more.

As Head of Policy of Chainlink, Adam Minehardt sits at the intersection of DeFi infrastructure, TradFi adoption, and D.C. policymaking.

The Rollup is the convergence of legacy finance and DeFi, bringing you face-to-face with the leaders of neo finance. Live from the Empire State Building every week.

Timestamps:

00:00 Intro

01:03 Adam's Background

02:09 DC Blockchain Summit & Convergence

03:36 Clarity Act Update

05:15 SEC Quarterly Filing Change Explained

07:02 What to Expect from Paul Atkins

09:06 Will TradFi Litigate the Innovation Exemption?

11:36 Innovation Exemption Beneficiaries

13:09 Tokenization + Energy Infra

14:31 SEC & CFTC Joint MOU

18:06 Consumer Protection Overview

20:34 Where Chainlink Fits in the Regulatory Landscape

22:10 Tokenization Goes Mainstream Winners

24:13 Institutions vs. Retail

Website: https://therollup.co/

Spotify: https://open.spotify.com/show/1P6ZeYd...

Podcast: https://therollup.co/category/podcast

Follow Rob on X: https://www.x.com/robbiek__

Follow Andy on X: https://www.x.com/ayyyeandy

Join our TG group: https://t.me/+TsM1CRpWFgk1NGZh

The Rollup Disclosures: https://goodidea.ventures

Teddy Fusaro on Why Wall Street Is Being Replaced by Crypto Mar 18, 2026

Show notes

Bitwise President Teddy Fusaro breaks down why institutional crypto adoption is just getting started.

Teddy Fusaro is President of Bitwise Asset Management, one of the world's leading crypto asset managers.

The Rollup is the convergence of legacy finance and DeFi, bringing you face-to-face with the leaders of neo finance. Live from the Empire State Building every week.

Timestamps:

00:00 Intro

00:01:38 How Teddy Became President of Bitwise

00:04:06 Institutional Crypto Allocation: Where Are We Really?

00:07:17 ETFs vs. Crypto — The Same Story Playing Out Again

00:09:46 Hyperliquid & 24/7 Markets Are the Obvious Future

00:13:17 How Institutions Value Bitcoin, Ethereum & Solana

00:18:01 Paper Bitcoin, ETFs & Where Institutional Flows Are Landing

00:21:38 Bitwise's Options Business & Bitcoin Hedging Strategies

00:24:51 Vaults, Tokenization & Disrupting Wall Street Infrastructure

00:27:15 Vault Curators vs. RIAs — The Coming Regulatory Question

Website: https://therollup.co/